Customise and filter clients dashboard view

Select data to display on the clients dashboard

To further personalise your clients page you can choose which options to display to your client dashboard, giving you a better understanding of your clients account status.

  1. Select Customise.

  2. Select the checkbox for any columns you want to display, clear the checkbox for any items you wish to hide.

  3. Select Save as Default to update you client dashboard view with your new preferences.

Filter Clients dashboard

Use the filter option to temporarily hide clients who do not match your selected criteria.

  1. Select Filter.

  2. Select the option(s) you want to filter your clients by.

  1. Select Apply.

  2. Clients who do not meet the requirements you have entered are filter from view.

  3. To clear an applied filter, select Filter > Reset.